Eric Shepherd Email & Phone Number
Vice President, Advanced Planning @ Fidelity Investments
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Eric Shepherd Location
- Plainville, MA, US
Eric Shepherd Work
- Vice President, Advanced Planning @ (February 2025 - Present)
- Director, Regional Trust Specialist @ (August 2022 - January 2025)
- Estate Planning Attorney @ Law Office of Eric S. Shepherd (December 2010 - August 2022)
- Tax Accountant @ Shepherd Tax Services (January 2017 - July 2022)
Eric Shepherd Education
- Roger Williams University School of Law
Juris Doctor (Law)
2007-2010 - American InterContinental University
Bachelor of Business Administration - BBA (Accounting and Finance)
2006-2007
Eric Shepherd Summary
- Eric Shepherd, based in Plainville, MA, US, is currently a Vice President, Advanced Planning at Fidelity Investments. Eric Shepherd brings experience from previous roles at Fidelity Personal Trust Company, Law Office of Eric S. Shepherd and Shepherd Tax Services. Eric Shepherd holds a 2007 - 2010 Juris Doctor in Law @ Roger Williams University School of Law. Eric Shepherd has 1 emails and 2 mobile phone numbers on RocketReach.
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